Baird Financial Group

Baird Financial Group Portfolio holdings

AUM $62.2B
1-Year Est. Return 21.98%
This Quarter Est. Return
1 Year Est. Return
+21.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$48.2B
AUM Growth
+$517M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,852
New
Increased
Reduced
Closed

Top Buys

1
+$243M
2
+$72.9M
3
+$55M
4
RJF icon
Raymond James Financial
RJF
+$53M
5
META icon
Meta Platforms (Facebook)
META
+$51.7M

Top Sells

1
+$93M
2
+$83.2M
3
+$60.7M
4
ALGN icon
Align Technology
ALGN
+$59.3M
5
HEI icon
HEICO Corp
HEI
+$53.9M

Sector Composition

1 Technology 20.05%
2 Financials 12.75%
3 Industrials 10.12%
4 Consumer Discretionary 8.15%
5 Healthcare 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$2.37M ﹤0.01%
24,463
+402
902
$2.37M ﹤0.01%
37,886
+2,239
903
$2.36M ﹤0.01%
206,175
-41,072
904
$2.35M ﹤0.01%
23,024
+2,833
905
$2.35M ﹤0.01%
9,509
+159
906
$2.35M ﹤0.01%
30,805
+130
907
$2.34M ﹤0.01%
117,642
+369
908
$2.33M ﹤0.01%
25,069
+697
909
$2.33M ﹤0.01%
62,705
-815
910
$2.32M ﹤0.01%
91,019
+169
911
$2.32M ﹤0.01%
609,315
+137,727
912
$2.31M ﹤0.01%
40,496
+1,395
913
$2.3M ﹤0.01%
53,404
-6,222
914
$2.3M ﹤0.01%
51,506
+1,034
915
$2.29M ﹤0.01%
46,149
-2,181
916
$2.29M ﹤0.01%
43,034
917
$2.27M ﹤0.01%
+42,994
918
$2.26M ﹤0.01%
69,947
+15,596
919
$2.26M ﹤0.01%
17,308
-4,021
920
$2.26M ﹤0.01%
45,262
-180
921
$2.26M ﹤0.01%
145,727
+17,247
922
$2.25M ﹤0.01%
134,853
-2,755
923
$2.25M ﹤0.01%
101,176
-49
924
$2.24M ﹤0.01%
357,689
+22,799
925
$2.23M ﹤0.01%
190,175
-228,546
35 36
37
38 39